Top Five Takeaways from Our Salesforce Webinar

On Tuesday, December 1st Grantbook’s Salesforce experts, Tierney Smith and Rahi Delvi, dove deep into effective Salesforce strategies, tips and tricks. Salesforce is an incredibly powerful tool that can help grantmakers, foundations and impact investors achieve their mission, but it can also be confusing and challenging to optimize, especially for organizations with few staff and resources dedicated to technology.

This is why we’ve put together the top five things you need to know about using Salesforce for your grantmaking process.

Top 5 Takeaways:

1. You can track outgoing grants, pending grant applications, and approved grants with Salesforce. This includes tracking reporting between organization members throughout the entire process.

A diagram of how Salesforce can help track grants applications

2. Salesforce allows you to automate workflows to increase productivity and decrease  the time spent on your grantmaking. For example, once a workflow is triggered, an e-mail alert can be automatically sent to a grantee to remind them that a progress report is due.

A diagram of how Salesforce might drive a grantmaking process

3. You can integrate Salesforce with other technology tools that you may already be using. Your expert tools (ex. Formstack, Eventbrite and MailChimp) can do what they do best, while being able to talk directly to Salesforce to keep your information all in one place.

A diagram of how different tech tools can all integrate with Salesforce.

4. Substituting Salesforce data imports for manual data entry can be intimidating at first, but after a bit of training and practice, you will save yourself hours of time. Trust us. It’s worth it.

5. Salesforce offers 10 free licenses for charities. This has been a very affordable system for foundations and non-profit organizations.

Want more information on how you can integrate Salesforce and other technologies into your organization? We can help. Let's talk!


Anil Patel

Co-Founder, Futurist & Design Thinker

Sector Trends, Future of Work, Design

With more than two decades' experience in philanthropy and technology, I have written, reviewed, reported, and/or optimized the process for thousands of grant proposals. This has provided me with a unique perspective on how to re-imagine the flow of philanthropic information, so that people can devote more time to the most purposeful work. Currently, I'm exploring the Future of Work: specifically, how automation, machine learning (ML) and artificial intelligence (AI) will disrupt most corners of the economy and many pockets of society.

James Law

Director, Business Development & Innovation

Relationships, Innovation Strategy

James Law has worked for 10 years in the social finance and social sectors, designing, exploring and implementing technologies to help organisations activate mission and achieve impact.

He began working in lean non-profits, employing databases and constituent relationship management tools (CRM) to help track and aggregate data for land conservation and environmental protection. Moving into social finance, he managed the development of an application to administer community bonds and equity.

Moving to Grantbook in 2015, James dove head first into helping foundations - of all types - alignment on digital values, explore technology options and select the best path forward. From there, he continued to explore solutions architecture and integrations, connecting best-in-class tools to meet the ideal needs of grantmakers, grantees and all stakeholders. 

More recently James is investing in Grantbook’s use of service design tools - from personas to service blueprints - to increase resilience and reduce the risk of technology planning and adoption via human-centred thinking. He also helps rally and co-ordinate Grantbook’s new ideas and opportunities as philanthropy and technology change.